Overview
We have an exciting opportunity to join our Intermediaries Office in either Cardiff or Newcastle as a Senior Administrator. This role reports to the Wealth and Investments, Intermediaries Senior Manager and will support the Intermediaries business in delivering the teams objectives and supporting new initiatives. The Intermediaries Office, Senior Administrator will work closely with colleagues across the Intermediary Channel, Client Facing Business Management, Regional Business Managers and Senior Business Managers. The role holder will provide operational support and be able to gain a deep understanding of Intermediary BAU processes. They will support the Intermediary Operations Manager and when required the Business Engagement & Initiatives manager with change initiatives, and in seeking process efficiency and innovation.
Responsibilities
* Ensure Intermediaries Office team provide good client outcomes, delivering against expectations and keeping all stakeholders updated.
* Run the monthly rebalancing process to a successful completion.
* Ensure that all mailboxes are being monitored and actively engaged, whether it\'s external communications from vendors and platforms or internal from the Intermediaries Business.
* Operate in a culture of continuous improvement within the team.
* Regular engagement and stakeholder management with business partners / teams to identify and deliver programmes of work including written updates such as monthly management meeting packs.
* Arrange the smooth onboarding of Intermediary Firms in accordance with the Client Due Diligence Standards and within SLAs ensuring compliance with regulatory requirements, including Anti-Money Laundering regulations.
* Representing the Intermediaries Business in various Business governance meetings and business forums, as and when required.
* Representing Intermediaries in change projects / working groups and business implementation readiness groups / forums.
* Regular engagement and stakeholder management with business partners / teams, such as IT, Change, Finance, Marketing, Business Management, Operations and others to identify, direct and deliver programmes of work including written updates such as monthly management meeting packs.
Qualifications
* Experience working in investment management, asset management, private wealth or a bank with proficient skills pertaining to Client Due Diligence.
* Front Office Operations knowledge.
* Experience working in Investment Management, Asset Management, Private Wealth or a bank.
* Knowledge of Investment and Fund Management.
* An understanding of technical subject matter.
* Strong verbal and written communication skills.
* Numerate and able to define MI fit for purpose.
* Degree level education (nice-to-have).
* Good attention to detail.
* Ability to multi task, customer service management, interpersonal relationship management, office tools, product knowledge, product services, sales, sales activities, sales support, sales systems, teamwork.
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